Further your knowledge on charity investment

This three-part video series has been designed to help, both new and experienced charity trustees, better understand the world of investment.

Session 1

Session 2

Session 3

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Keen to speak to Rorie or a member of our specialist charity team?

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Continuing professional development (CPD)

The content of this training has been based upon the Charity Commission 14 – Charities and investment matters: a guide for trustees and the CFA Institute: Elements of an Investment Policy Statement for Institutional Investors. If you require evidence of watching this training series, please contact us for your CPD certificate.

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.